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Name Holding Trade Value Shares
Change
Change in
Stake
SW
676
Simplicity Wealth
New Jersey
$855K +$7.11K +88 +1%
DWP
677
Daymark Wealth Partners
Ohio
$842K -$51.6K -638 -7%
FPAS
678
Focus Partners Advisor Solutions
Missouri
$842K +$179K +2,221 +33%
CWP
679
Core Wealth Partners
California
$842K
MHR
680
Matthew Hamilton Rosenberg
$838K -$4.85K -60 -0.7%
FIA
681
Foundations Investment Advisors
Arizona
$830K +$433K +5,356 +150%
HAIM
682
Hunter Associates Investment Management
Pennsylvania
$828K -$56.6K -700 -7%
LFG
683
Larson Financial Group
Missouri
$826K +$307K +3,804 +75%
TCBWMS
684
Texas Capital Bank Wealth Management Services
Texas
$819K +$234K +2,897 +49%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$816K -$40.4K -500 -5%
FIM
686
Fruth Investment Management
Texas
$816K -$5.66K -70 -0.8%
1WA
687
180 Wealth Advisors
Washington
$814K -$12.1K -150 -2%
IP
688
Indivisible Partners
Florida
$811K +$117K +1,444 +20%
SWM
689
Shrier Wealth Management
California
$811K -$73.1K -905 -9%
EWM
690
Empirical Wealth Management
Washington
$810K -$170K -2,099 -19%
HJIM
691
Henry James International Management
New York
$808K +$323 +4 +0%
JSW
692
Journey Strategic Wealth
New Jersey
$803K +$35.2K +436 +5%
CAM
693
Cozad Asset Management
Illinois
$802K +$3.88K +48 +0.6%
RCM
694
Radnor Capital Management
Pennsylvania
$801K
ONST
695
Old North State Trust
North Carolina
$800K +$60.3K +746 +9%
CWM
696
Centurion Wealth Management
Virginia
$798K -$2.42K -30 -0.3%
SYBT
697
Stock Yards Bank & Trust
Kentucky
$797K +$55.8K +690 +9%
CWM
698
Chemistry Wealth Management
New York
$796K +$1.37K +17 +0.2%
EWA
699
EverSource Wealth Advisors
Alabama
$793K +$107K +1,323 +18%
SWM
700
Spire Wealth Management
Virginia
$792K -$4.77K -59 -0.7%